B
Bastion Intake
Personal Injury Intake Intelligence

Your intake is leaking cases. You can't see which ones.

78% of injury clients sign with the first firm that calls back. The average firm takes 13 minutes. We answer in under two seconds, 24/7, and show you every case that delay was costing you.

Live · Intake agentIncoming call · Sat 7:14 PM
"I was in a car accident two weeks ago, and I think I need a lawyer."
"I'm sorry that happened. Are you injured, and have you seen a doctor yet?"
"My back. Haven't seen anyone yet."
Qualified · consultation booked for Tue 2:00 PM
CallAnswerQualifyBook
Answers in English and Spanish, 24/7.
< 2s
Answer time
100%
Calls answered
Industry average: 65%
24/7
Nights, weekends, holidays

Answer. Qualify. Book. Report.

01

Answer

Picked up in under 2 seconds.

02

Qualify

Case type, injury, insurance, deadline.

03

Book

Onto your calendar, with reminders.

04

Report

Where revenue leaks. Every Monday.

05

Follow-up

Active-matter calls, handled.

Every Monday, you see exactly where the money went.

Bastion Weekly Report Mar 31 – Apr 6, 2026
Sample
Incoming calls by case type
Auto accident
22
Slip & fall
11
Workplace injury
8
Medical malpractice
4
Product liability
2
Booked Leaked
Week summary
47
Calls answered
Avg. 1.4s pickup
66%
Qualification rate
31 of 47 calls
18
Consultations booked
Directly on calendar
$84K
Est. fees at risk
6 qualified leads not yet booked
Recovery opportunity
6 qualified leads didn't book. Roughly $84,000 in fees at risk. Automatic follow-up scheduled.
Where your signed cases came from
SourceCallsBookedCost / signed case
Google Ads189$310
Local Services Ads124$540
Referral95$0
Organic / direct80n/a
This week's recommendation
Google Ads is signing cases at roughly half the cost of your Local Services Ads. Shift ~$4K next month and the model projects 5 additional signed cases.

Live in days, not months.

No long IT project. We build the intake flow around your firm, connect it to the tools you already use, and turn it on.

1. We design your flow

Built around your practice areas and intake standards: PI-specific qualification, escalation rules, and the exact questions your firm wants asked. Reviewed and approved by you before launch.

2. We connect your tools

Bookings drop straight onto your calendar; intake records flow into your case management. Works with Google and Outlook calendars and systems like Clio and MyCase.

3. You go live

The agent answers every call, every hour. Each call is logged and exportable, and your first weekly intelligence report follows within days.

Call our intake agent.

A live personal injury intake agent. Play the role of a potential client and experience the full qualification flow.

"I was in a car accident two weeks ago and I think I need a lawyer."

Ready Click to start
Transcript will appear here during the call.
✓ Intake received
Client
Case type
Phone
Email
Incident date

What firms ask before starting.

Does the agent give legal advice?

No. Bastion is an intake and qualification layer. It collects facts, follows the firm's approved script, discloses that callers are speaking with an AI agent, and escalates matters that need human judgment. Final workflows are reviewed with the firm before launch.

How is client data protected?

Calls, transcripts, and intake records are encrypted in transit and at rest. We keep the data model narrow: intake facts, call transcripts, routing events, and booking outcomes. Your firm retains ownership of its intake data. During onboarding, we document where data flows, who can access it, and which records should be retained or deleted under your firm's policy.

Can it handle Spanish-speaking callers?

Yes. The agent answers and qualifies in both English and Spanish, matching the caller's language automatically. No separate line and no callback.

We already have a receptionist.

Bastion is not positioned as a replacement for a strong front desk. It covers the moments human teams cannot cover consistently: after-hours calls, overflow, weekends, holidays, repeat follow-up, and structured qualification before a lead reaches an attorney.

Will callers know they are speaking with AI?

Yes. The agent is transparent, professional, and designed for intake, not persuasion. The goal is to respond quickly, collect the right facts, and move qualified callers to the next human step without pretending to be an attorney or staff member.

We tried an answering service before and it didn't work.

Most answering services are judged on whether they picked up the phone. Bastion is judged on whether the intake flow converts: case type, injury facts, timing, insurance, escalation logic, booking, and follow-up. We review performance and tune the workflow against those outcomes.

What happens with urgent or complex calls?

The agent can be configured to stop the standard flow and escalate based on severity, emotional distress, catastrophic injury, multi-party facts, or any firm-defined trigger. The point is not to automate judgment; it is to make sure the right calls reach the right person faster.

What systems do you integrate with?

Consultations book directly onto your Google or Outlook calendar, and intake records flow into your case management, including systems like Clio and MyCase. If you use something else, we map the handoff during onboarding so qualified intakes land where your team already works.

Can you run different intake flows for different practice areas?

Yes. Each case type can have its own qualifying questions, escalation triggers, and routing, whether it's auto accidents, premises, medical malpractice, or workers' compensation. The agent follows the right script based on what the caller describes.

Commission a private intake review.

We map response time, qualification flow, follow-up speed, and handoff quality. You leave with a clear view of where valuable cases are being lost.

Request a private case-flow review

Prefer email? [email protected]

We partner with a limited number of firms per market.